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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MGWA
6326
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 54
SSG
6327
Summit Securities Group
New York
$144M -$124M -46% 1,004
MAM
6328
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 129
GGA
6329
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 84
MHFA
6330
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 38
LAS
6331
LWM Advisory Services
Florida
$144M +$167K +0.1% 101
LAM
6332
Lummis Asset Management
Texas
$144M +$65.1M +82% 174
CWI
6333
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 60
SRA
6334
Summit Rock Advisors
New York
$144M -$151M -51% 6
SAM
6335
Strive Asset Management
Ohio
$144M +$10.5M +8% 125
CCA
6336
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 76
CIA
6337
Christian Investment Advisors
Texas
$144M +$5.57M +4% 12
DEM
6338
Disciplined Equity Management
Florida
$144M -$10.5M -7% 61
TFG
6339
Taylor Financial Group
Virginia
$144M -$599K -0.4% 103
CWM
6340
Comprehensive Wealth Management
Washington
$144M +$10M +7% 35
FD
6341
Financial Designs
California
$144M -$8.21M -5% 22
PRRFG
6342
Paul R. Ried Financial Group
Washington
$144M +$990K +0.7% 31
PWAM
6343
Papamarkou Wellner Asset Management
New York
$144M -$1.64M -1% 89
SWP
6344
Semus Wealth Partners
Florida
$144M -$7.49M -5% 124
GMFG
6345
Greater Midwest Financial Group
Minnesota
$143M -$14.5M -9% 60
OCA
6346
Otter Creek Advisors
Florida
$143M -$1.82M -1% 50
PWMG
6347
Pinnacle Wealth Management Group
Michigan
$143M -$17.2M -11% 126
SIM
6348
SummerHaven Investment Management
Connecticut
$143M -$18.9M -12% 198
IVLAV
6349
Index Venture Life Associates VI
Jersey
$143M -$23.8M -14% 2
AH
6350
Addis & Hill
Pennsylvania
$143M +$7.98M +6% 28